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Anandi K

CFP®, Series 65

Cupertino, CA

Akrish Financial Advisory

Anandi Krishnamurthy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Akrish Financial Advisory, an independent firm based in Cupertino, CA. Her prior experience includes roles as a self-employed advisor and at Wade Financial Advisory. Akrish Financial Advisory provides comprehensive financial planning and investment advice to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, or hourly fee arrangements without managing client assets or providing discretionary portfolio management.

Stock option exercise strategy General tax planning Passive / index investing Private / alternative investments
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